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May 23, 2024
Delta Asset Management LLC TN reduced its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 255,826 shares of the home improvement retailer’s stock after selling 3,676 shares during the period. Lowe’s Companies comprises 5.4% […]
May 23, 2024
Sand Hill Global Advisors LLC boosted its position in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 102,923 shares of the company’s stock after acquiring an additional 1,585 shares during the period. […]
May 23, 2024
Seven Mile Advisory decreased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 18.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,601 shares of the company’s stock after selling 352 shares during the quarter. Seven Mile […]
May 23, 2024
Annis Gardner Whiting Capital Advisors LLC increased its position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 593.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,962 shares of the bank’s stock after buying […]
May 23, 2024
Annis Gardner Whiting Capital Advisors LLC boosted its stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 593.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,962 shares of the bank’s stock after purchasing […]
May 23, 2024
Balboa Wealth Partners cut its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 16.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,301 shares of the technology company’s stock after selling 253 shares during the quarter. Balboa Wealth Partners’ holdings in […]
May 23, 2024
Oak Harbor Wealth Partners LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 75,506 shares of the exchange traded fund’s stock after selling 1,110 shares during […]
May 23, 2024
Oak Harbor Wealth Partners LLC decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,506 shares of the exchange traded fund’s stock after […]
May 23, 2024
US Bancorp DE increased its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 21.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,326,118 shares of the company’s stock after acquiring an additional 2,551,005 shares during the […]
May 23, 2024
FineMark National Bank & Trust lowered its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,162 shares of the software company’s stock after selling 5,789 shares during the […]